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# ![@TeddyGambino Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::990770740055199744.png) @TeddyGambino Teddy “Trican-Jesus” Gambino

Teddy “Trican-Jesus” Gambino posts on X about $tcw, debt, $acdc, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::990770740055199744/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::990770740055199744/c:line/m:interactions.svg)

- [--] Week [---------] +2,189%
- [--] Month [---------] +888%
- [--] Months [---------] +216%
- [--] Year [---------] +386%

### Mentions: [--] [#](/creator/twitter::990770740055199744/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::990770740055199744/c:line/m:posts_active.svg)

- [--] Week [---] -2.20%
- [--] Month [---] -36%
- [--] Months [-----] +118%
- [--] Year [-----] +136%

### Followers: [-----] [#](/creator/twitter::990770740055199744/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::990770740055199744/c:line/m:followers.svg)

- [--] Week [-----] +0.16%
- [--] Month [-----] +1.40%
- [--] Months [-----] +10%
- [--] Year [-----] +31%

### CreatorRank: [-------] [#](/creator/twitter::990770740055199744/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::990770740055199744/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  30.67% [finance](/list/finance)  25.77% [cryptocurrencies](/list/cryptocurrencies)  15.95% [technology brands](/list/technology-brands)  4.29% [currencies](/list/currencies)  2.45% [countries](/list/countries)  2.45% [financial services](/list/financial-services)  0.61% [travel destinations](/list/travel-destinations)  0.61% [automotive brands](/list/automotive-brands)  0.61%

**Social topic influence**
[$tcw](/topic/$tcw) #1, [debt](/topic/debt) #1945, [$acdc](/topic/$acdc) #4, [in the](/topic/in-the) 4.91%, [bitcoin](/topic/bitcoin) 4.29%, [$fang](/topic/$fang) 4.29%, [$mtdr](/topic/$mtdr) #6, [ai](/topic/ai) 3.68%, [crypto](/topic/crypto) 3.68%, [$repx](/topic/$repx) #2

**Top accounts mentioned or mentioned by**
[@rytetz29](/creator/undefined) [@booger42069](/creator/undefined) [@parisbiker](/creator/undefined) [@ipswichtown](/creator/undefined) [@ipswich_town](/creator/undefined) [@john_s_pierce](/creator/undefined) [@variantviewx](/creator/undefined) [@gringoinvesting](/creator/undefined) [@icbarrett](/creator/undefined) [@energypeddler](/creator/undefined) [@voltefaceinvest](/creator/undefined) [@agentsteviep](/creator/undefined) [@rockbtmentries](/creator/undefined) [@reignots](/creator/undefined) [@jack_mcclendon](/creator/undefined) [@monkeynaught83](/creator/undefined) [@unintendedcons5](/creator/undefined) [@k33pfracing](/creator/undefined) [@jackmcclendon](/creator/undefined) [@oiledamerican2](/creator/undefined)

**Top assets mentioned**
[ProFrac Holding Corp. (ACDC)](/topic/$acdc) [Bitcoin (BTC)](/topic/bitcoin) [Diamondback Energy Inc (FANG)](/topic/$fang) [Matador Resources, Co. (MTDR)](/topic/$mtdr) [SM Energy Company (SM)](/topic/$sm) [Exxon Mobil (XOM)](/topic/$xom) [Convex Finance (CVX)](/topic/$cvx) [Devon Energy Corp (DVN)](/topic/$dvn) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [Oracle Corporation (ORCL)](/topic/$orcl) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Microsoft Corp. (MSFT)](/topic/$msft) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Permian Resources Corporation Class A Common Stock (PR)](/topic/$pr) [PumpBTC (Governance token) (PUMP)](/topic/$pump) [APA Corp (US) (APA)](/topic/$apa) [Copiosa Coin (COP2)](/topic/$cop) [Oxygen (OXY)](/topic/$oxy) [Strategy (MSTR)](/topic/$mstr) [Dogecoin (DOGE)](/topic/$doge) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Pioneer Natural Resources Co (PXD)](/topic/$pxd) [Arweave (AR)](/topic/$ar) [Range Resources, Corp. (RRC)](/topic/$rrc) [Gulfport Energy Corporation (GPOR)](/topic/$gpor) [Infinity Natural Resources, Inc (INR)](/topic/$inr) [Step Finance (STEP)](/topic/$step) [Chord Energy Corporation Common Stock (CHRD)](/topic/$chrd) [2131KOBUSHIDE (21)](/topic/$21) [Ovintiv, Inc. (OVV)](/topic/$ovv) [Tesla, Inc. (TSLA)](/topic/$tsla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"If Bitcoin goes down 90% well simply refinance our debt when it comes due Saylor is fucking bonkers"  
[X Link](https://x.com/TeddyGambino/status/2021210285004964320)  2026-02-10T13:10Z [----] followers, [---] engagements


"Lots of gurus still calling for $30-$40s while energy equities have seen thru the smoke with many at/near ATHs. Piss poor processes to sit on sidelines to try and call lows"  
[X Link](https://x.com/TeddyGambino/status/2021227713856434291)  2026-02-10T14:20Z [----] followers, [---] engagements


"$TCW 2.5M comp vol Stiffie+ CIBC size sellers all day 400k X on the bell @ [----] Cibc To be expected going into Q4 let it play"  
[X Link](https://x.com/TeddyGambino/status/2021696313541136728)  2026-02-11T21:22Z [----] followers, [---] engagements


"BREAKING NEWS Comstock announced the discovery of a world class asset in LA theyve termed it the TMS"  
[X Link](https://x.com/TeddyGambino/status/2021699823619948731)  2026-02-11T21:36Z [----] followers, [---] engagements


"$FANG Q4 Oil Cut [----] 59% [----] 53.8% Endeavor deal not a helper on % oil cut Natty realizations .48 cent Getting her prettied up just like $PXD post Hess close $CVX will come a knocking"  
[X Link](https://x.com/TeddyGambino/status/1894134215035199839)  2025-02-24T21:16Z [----] followers, 10.9K engagements


"$FANG Q2 [----] oil cut 53.77% Q1 [----] oil cut 55.9%"  
[X Link](https://x.com/TeddyGambino/status/1952464036890595566)  2025-08-04T20:17Z [----] followers, 10.3K engagements


"$MTDR Good this is what you deserve for raising [----] Gods have spoken. http://capex.Energy http://capex.Energy"  
[X Link](https://x.com/TeddyGambino/status/1980990475667484695)  2025-10-22T13:31Z [----] followers, 14.5K engagements


"$AR Antero buys HG https://share.google/4zVxSzsdk1QgxAzst https://share.google/4zVxSzsdk1QgxAzst"  
[X Link](https://x.com/TeddyGambino/status/1998002265357946971)  2025-12-08T12:10Z [----] followers, 13.3K engagements


"$RRC $GPOR $INR All [--] above need esp Range need to find a daddy"  
[X Link](https://x.com/TeddyGambino/status/1998003395903226211)  2025-12-08T12:15Z [----] followers, [----] engagements


"$STEP Deal approved shares should be delisted by next Tues.Congrats to the STEP team Arc should be able to bolt-on a cpl deals and/or find a suitable deal partner. https://ca.finance.yahoo.com/news/step-energy-services-ltd-announces-211500439.html https://ca.finance.yahoo.com/news/step-energy-services-ltd-announces-211500439.html"  
[X Link](https://x.com/TeddyGambino/status/1999594052946194472)  2025-12-12T21:35Z [----] followers, [----] engagements


"On deck $HPK $REPX $MTDR $PR $CHRD"  
[X Link](https://x.com/TeddyGambino/status/2000390043370955184)  2025-12-15T02:18Z [----] followers, [---] engagements


"$REPX Q3 roughly 20m FCF on revs of 106m. Oil $63.94 NG -($.21) NGL - ($.66) Hedges added $1.20 to oil Be lucky to be running flat for Q3. $375M debt. Better find a sugar daddy pronto. Not as bad as $HPK but not by much"  
[X Link](https://x.com/TeddyGambino/status/2001736016780988723)  2025-12-18T19:27Z [----] followers, [---] engagements


"Enervous put out spring [----] assumptions for E+Ps remaining Tier [--] Permian acreage remaining. Their assumptions are proving to be way too optimistic. They had $SM w/about 3yrs remaining. $SM peak Permian oil production Oct [----] @ 133k p/d. 108k May [----]. roughly 20% decline"  
[X Link](https://x.com/TeddyGambino/status/2002379035150520470)  2025-12-20T14:02Z [----] followers, [----] engagements


"@monkeynaught83 $FANG has to sell $OVV smart to dump Permian and buy another wcsb firm"  
[X Link](https://x.com/TeddyGambino/status/2006711360592458234)  2026-01-01T12:57Z [----] followers, [---] engagements


"@variantview_X @Rytetz29 @UnintendedCons5 @K33pFracing $PUMP has very low debt not going anywhere. $ACDC will face challenges"  
[X Link](https://x.com/TeddyGambino/status/2008976747539403145)  2026-01-07T18:59Z [----] followers, [---] engagements


"Assuming $DVN + $CTRA is a go who ya got next to tango"  
[X Link](https://x.com/TeddyGambino/status/2012270489247339004)  2026-01-16T21:07Z [----] followers, 10.1K engagements


"@SludgeLLC @Jack_McClendon $PR criticism has also been lack of tier [--] their deals the last several years havent added much duration. Bolt-on strategy has run its course need a transformational deal"  
[X Link](https://x.com/TeddyGambino/status/2013009052901499181)  2026-01-18T22:02Z [----] followers, [--] engagements


"@comancheriaNor Simply returning to a more balanced relationship with China. Pre-JTmore oil LNG will head their way from Canada"  
[X Link](https://x.com/TeddyGambino/status/2013264903050563917)  2026-01-19T14:58Z [----] followers, [--] engagements


"Mewbourne gross Nov Permian oil # - 253k 270k Oct 277k July was the peak. If this number holds its sayonara for Mewbourne in the Permian"  
[X Link](https://x.com/TeddyGambino/status/2013975668447498468)  2026-01-21T14:03Z [----] followers, [----] engagements


"$TCW Canoe Fds long about 12% Dimension Fds long about 3% the rest is scraps. Invesco Franklin Vanguard are gone former large holders. No US HFs Balyasny long 17% in [----]. This is not a criticism this is the OPPY knowing buysides hatred of energy esp OFS. The return will be a thunderous herd I witnessed it late 2010-2011. https://twitter.com/i/web/status/2014356668209856811 https://twitter.com/i/web/status/2014356668209856811"  
[X Link](https://x.com/TeddyGambino/status/2014356668209856811)  2026-01-22T15:17Z [----] followers, [----] engagements


"$DXY-weekly The coming dollar wipeout is going to be my Sistine Chapel. Weak dollar theme will go on for next 10yrs at least. My gift to the world"  
[X Link](https://x.com/TeddyGambino/status/2014775878719517168)  2026-01-23T19:02Z [----] followers, [---] engagements


"Forget the near month HH its a sideshow driven by weather. The real story is the curve out thru [----] is substantial undervalued. April [----] @ $3.10 is a joke needs to be 2X that and will be"  
[X Link](https://x.com/TeddyGambino/status/2015827876856082457)  2026-01-26T16:43Z [----] followers, [----] engagements


"$MTDR I re-it 5-6 publics with Permian are going to put up absolute shit Q4s. $HPK $REPX $SM $CIVI $APA https://ca.finance.yahoo.com/news/matador-resources-increases-hedge-position-113000976.html https://ca.finance.yahoo.com/news/matador-resources-increases-hedge-position-113000976.html"  
[X Link](https://x.com/TeddyGambino/status/2016130760466440304)  2026-01-27T12:46Z [----] followers, [----] engagements


"STOCKHOLDERS RESOUNDINGLY APPROVE SM ENERGY AND CIVITAS MERGER - PR Newswire $SM/$CIVI https://stocks.apple.com/AotG0IKGRSYGkVuwtpZGHJA https://stocks.apple.com/AotG0IKGRSYGkVuwtpZGHJA"  
[X Link](https://x.com/TeddyGambino/status/2016264223840776315)  2026-01-27T21:37Z [----] followers, [---] engagements


"@BowTiedFeline Sure back stopped by Trump coin"  
[X Link](https://x.com/TeddyGambino/status/2016557248420389270)  2026-01-28T17:01Z [----] followers, [---] engagements


"$TCW I suck only hit [----] Fresh 12yr high a moment of silence for the haters + shorts. Blowing thru [--] tomorrow Blowing thru [--] tomorrow"  
[X Link](https://x.com/TeddyGambino/status/2016617473324327253)  2026-01-28T21:00Z [----] followers, [----] engagements


"Suck it tech bros+broettes"  
[X Link](https://x.com/TeddyGambino/status/2016618441365479432)  2026-01-28T21:04Z [----] followers, [----] engagements


"@variantview_X Doesnt sound like any new Digi fleets coming in 2026"  
[X Link](https://x.com/TeddyGambino/status/2016644842391060617)  2026-01-28T22:49Z [----] followers, [---] engagements


"For Trumponomics to work requires not only much lower Fed rate but whole curve lower PLUS a materially weaker $DXY. Manufacturing + housing have been in a recession for past 2yrs. Despite what Trump hopes only realistic solve for housing are much lower prices to clear inventory create affordability. Lower rates required. $DXY sub [--] to spur Trumps manufacturing boom onshoring push. Both are achievable BUT no free lunch in finance. Commodity Super Cycle will rage for next decade. That being said I dont think inflation will be an issue. Ai-automation will drive unemployment higher lower shelter"  
[X Link](https://x.com/TeddyGambino/status/2016646685959631080)  2026-01-28T22:56Z [----] followers, [----] engagements


"$MSFT imploding $TSLA give up the gains cant hold its mud maybe 400X trailing not cheap $ORCL chart o death The baton will slowly be passed more like early 1979s than Y2K"  
[X Link](https://x.com/TeddyGambino/status/2016884522453799126)  2026-01-29T14:41Z [----] followers, [----] engagements


"If I were $XOM Id bid $FANG before WTI gets too much higher. Coterra and Devon near tie-up to create $60bn US shale group Deal would be the largest oil and gas merger in two years #oott https://t.co/z8YuoCLURD Coterra and Devon near tie-up to create $60bn US shale group Deal would be the largest oil and gas merger in two years #oott https://t.co/z8YuoCLURD"  
[X Link](https://x.com/TeddyGambino/status/2016954866816463353)  2026-01-29T19:21Z [----] followers, 12.5K engagements


"@Oiled_American2 Some say $COP takes a swing I dont see it. $FANG continuous w/so much $XOM in Midland basin. Does do much more than just add production"  
[X Link](https://x.com/TeddyGambino/status/2017017378932965551)  2026-01-29T23:29Z [----] followers, [---] engagements


"@Oiled_American2 Above deal gets done $CVX only real move to secure size Permian reserves is $OXY. Might have to divest some of the CO acreage to close but I dont see any other issues"  
[X Link](https://x.com/TeddyGambino/status/2017018475877732618)  2026-01-29T23:34Z [----] followers, [---] engagements


"@UndervaluedOnG Sheffield says they blow thru Tier [--] midland by [----] Delaware theyve been drilling for 10yrs after acquiring from Basseyeballing I think tier [--] gone by late [----]. Exxon is the last piece of the puzzle if Mewbourne has in fact blown their Tier [--] Permian wad"  
[X Link](https://x.com/TeddyGambino/status/2017248078080758000)  2026-01-30T14:46Z [----] followers, [---] engagements


"With $SM closing $CIVI yest time to go down memory lane when this was released early [----]. Bucket of those out of Tier [--] increasing round [--] of merger mania about to restart. @TeddyGambino https://t.co/rN4D6T64ET @TeddyGambino https://t.co/rN4D6T64ET"  
[X Link](https://x.com/TeddyGambino/status/2017273927001579683)  2026-01-30T16:29Z [----] followers, [----] engagements


"@mattkiu Exxon like usual is full of shit. Only way they finally hit their Permian targets was buying )PXD"  
[X Link](https://x.com/TeddyGambino/status/2017604606939783305)  2026-01-31T14:23Z [----] followers, [--] engagements


"Ive said for past year $XOM and $FANG merging is the most obvious conclusion for both. Diamondback sits on $15B debt whats the end game after Tier [--] is gone Exxon has said they wont deal just to add barrels needs to be synergies. What deal gives them size production add + lines up a lot of contiguous average Round [--] of merger mania gets rolling soon. https://twitter.com/i/web/status/2017605613975437492 https://twitter.com/i/web/status/2017605613975437492"  
[X Link](https://x.com/TeddyGambino/status/2017605613975437492)  2026-01-31T14:27Z [----] followers, [---] engagements


"All time low on Trump coin sensing the coming Dem sweep https://share.google/M3fzfffePXAvyPw2C https://share.google/M3fzfffePXAvyPw2C"  
[X Link](https://x.com/TeddyGambino/status/2017949763065229488)  2026-02-01T13:14Z [----] followers, [---] engagements


"@VolteFaceInvest @JoshYoung Iranian rial trading south of 1.7m to $ no bottom in sight No need to intervene mkts will take care of them eventually"  
[X Link](https://x.com/TeddyGambino/status/2017963272729694658)  2026-02-01T14:08Z [----] followers, [--] engagements


"OPEC perhaps could squeeze another 1M total max mostly from KSA. Thats it rest would be phantom barrel adds. OPEC returning oil has been a painful but necessary step to LT oil price increasing. No surprises from #Opec+ today which reconfirmed its decision to keep output steady until the end of March What it does beyond the first quarter is the big question 👀 with @Bacharelhalabi and @ncitayim https://t.co/i6HolWc18F No surprises from #Opec+ today which reconfirmed its decision to keep output steady until the end of March What it does beyond the first quarter is the big question 👀 with"  
[X Link](https://x.com/TeddyGambino/status/2017980172490674366)  2026-02-01T15:15Z [----] followers, [----] engagements


"$TCW Cambria Fd sold 1.1m - Dec out of name Schroder Fd sold 297k -Dec out of name CasteArk sold 213k-Dec OON SGA Int sold 146k-Dec OON Outside of Canoe Fds not yet much company lots of catch up to come"  
[X Link](https://x.com/TeddyGambino/status/2018021261767549224)  2026-02-01T17:58Z [----] followers, [----] engagements


"@WHjohnherring That number is on a 30d lag likely gets worse the next [--] weeks before bouncing Sub $4 HH strip prolonged will see spread drops 2"  
[X Link](https://x.com/TeddyGambino/status/2018319494330900746)  2026-02-02T13:44Z [----] followers, [---] engagements


"Anybody know Coterra primarily used for Frac Svcs $DVN-$CTRA Dev-Terra https://t.co/nbpw08vdu0 $DVN-$CTRA Dev-Terra https://t.co/nbpw08vdu0"  
[X Link](https://x.com/TeddyGambino/status/2018357598022418483)  2026-02-02T16:15Z [----] followers, [----] engagements


"$NINE Files bankrupt been warning about this one for over a year. Debt wiped likely re-list as a pretty interesting co ripe to get bought largely debt free"  
[X Link](https://x.com/TeddyGambino/status/2018401169534583031)  2026-02-02T19:08Z [----] followers, [----] engagements


"$OPEN Spankynutz keeps buying this 💩 buyer beware. It smell like tooney-feesh"  
[X Link](https://x.com/TeddyGambino/status/2018402598743679037)  2026-02-02T19:14Z [----] followers, [----] engagements


"$MSFT Cant hold its mud 26X trailing back to valuation multiples last seen in spring [----]. $ORCL Chart implosion This is how theme rotation happens tech handoff to commodities [--] general at a time will lose their religion"  
[X Link](https://x.com/TeddyGambino/status/2018694685028483440)  2026-02-03T14:34Z [----] followers, [----] engagements


"Zippy buying more $OPEN a co over 7yrs to never have made a yearly profit. Good luck kiddo"  
[X Link](https://x.com/TeddyGambino/status/2018741426146726302)  2026-02-03T17:40Z [----] followers, [---] engagements


"Josh Brown cnbc 1/2 time show now touting $XOM + $DVN on todays show. Gang the narrative is beginning to shift starts like a stream turns into a raging river. Very early"  
[X Link](https://x.com/TeddyGambino/status/2018746703046681008)  2026-02-03T18:01Z [----] followers, [----] engagements


"Today [--] of the most important days in equity markets of the past 17yrs. This aint just a software pullback its an acknowledgment of ai effect on a former dominant sub-sector of tech. $MSFT will go back to valuation of 10-15x PE days of SaaS redic valuation also over. Reality has arrived"  
[X Link](https://x.com/TeddyGambino/status/2018751049092248062)  2026-02-03T18:18Z [----] followers, [----] engagements


"@GringoInvesting @Rytetz29 This is bigger than him its the early innings of a transition from tech/comm/crypto cycle to a commodity bull trend. If last tech melt is a guide its like early [----] another 2-2n1/2 years left of tech unwind coming"  
[X Link](https://x.com/TeddyGambino/status/2018751578308554794)  2026-02-03T18:20Z [----] followers, [---] engagements


"$TCW Fresh 12yr highs Double digits by YE"  
[X Link](https://x.com/TeddyGambino/status/2018752041900752897)  2026-02-03T18:22Z [----] followers, [----] engagements


"@Rytetz29 @GringoInvesting I dont care if on April [--] if $TCW is [--] or [--] Ill keep rolling divs to shares up to [--] cad. Energy super cycle is an infant long way to go"  
[X Link](https://x.com/TeddyGambino/status/2018755906276569167)  2026-02-03T18:38Z [----] followers, [---] engagements


"$NFLX A company who refused any size M+A trying to drop $80b on a deal Big tech claim to fame was they were asset lite have pivoted to hyperscaler driven=asset heavy for future growth Software cos imploding ai potential to wipe out some-diminish importance of many. These are the sounds of a bubble popping LT theme pivoting https://twitter.com/i/web/status/2018777000677449961 https://twitter.com/i/web/status/2018777000677449961"  
[X Link](https://x.com/TeddyGambino/status/2018777000677449961)  2026-02-03T20:01Z [----] followers, [----] engagements


"$TCW Over 2m comp vol had the flavor of new participants coming to the party majority of the vol on ECNs-ATS pop in block vol. Fresh 12yr high"  
[X Link](https://x.com/TeddyGambino/status/2018792090063581628)  2026-02-03T21:01Z [----] followers, [---] engagements


"Nice Ill say it again this company is a unicorn Im more excited about the next 4-6yrs than I was back in [----]. Key is not to sell until we go back to peak valuation metrics seen during prior 2004-2014 peaks. Unlike last cycle Trican is clearly the wcsb OFS big dog this time"  
[X Link](https://x.com/TeddyGambino/status/2018817578559569975)  2026-02-03T22:43Z [----] followers, [---] engagements


"$EOG Tier [--] gone by H2 need to make a move soon"  
[X Link](https://x.com/TeddyGambino/status/2019019229098336513)  2026-02-04T12:04Z [----] followers, 18.4K engagements


"Ive been getting DMs for past 9ms from basin guys highlighting $EOGs Del issues When the King of Lea falls its going to be felt"  
[X Link](https://x.com/TeddyGambino/status/2019028044216979533)  2026-02-04T12:39Z [----] followers, [---] engagements


"@Rockies_RE I dont see them doing a large deal not in their DNA but plausible they could buy Ascent Res + $XOM and/or $CVX Bakken assets"  
[X Link](https://x.com/TeddyGambino/status/2019079815106642274)  2026-02-04T16:05Z [----] followers, [--] engagements


"$BTC [--] more time for the simps trend line up from [----] is @ $60k well get there shortly I strongly doubt it holds"  
[X Link](https://x.com/TeddyGambino/status/2019107958559240574)  2026-02-04T17:57Z [----] followers, [---] engagements


"Imagine Bitcoin falls by 50% Saylor is a zero $MSTR AND BITCOIN SELL OFF SHARPLY Strategy fell 8.6% to $121.80 while Bitcoin dropped 4.2% to about $72500. $MSTR AND BITCOIN SELL OFF SHARPLY Strategy fell 8.6% to $121.80 while Bitcoin dropped 4.2% to about $72500"  
[X Link](https://x.com/TeddyGambino/status/2019109457305731548)  2026-02-04T18:03Z [----] followers, [----] engagements


"Hope to see this FiD H2 [----] ✉ INBOX: Cheniere Energy has filed its formal FERC application for its proposed 24-mtpa Corpus Christi LNG Stage IV expansion project More details at https://t.co/KpLD5GyPBX #LNG #ONGT #NatGas #Shale #OOTT #Houston #CCTX https://t.co/WBLgogFWNw ✉ INBOX: Cheniere Energy has filed its formal FERC application for its proposed 24-mtpa Corpus Christi LNG Stage IV expansion project More details at https://t.co/KpLD5GyPBX #LNG #ONGT #NatGas #Shale #OOTT #Houston #CCTX https://t.co/WBLgogFWNw"  
[X Link](https://x.com/TeddyGambino/status/2019126673535562113)  2026-02-04T19:11Z [----] followers, [---] engagements


"@Ipswich_Town @Rytetz29 @Agent_StevieP Strippers gotta eat"  
[X Link](https://x.com/TeddyGambino/status/2019143092675440950)  2026-02-04T20:16Z [----] followers, [---] engagements


"So Bessent blames J-POW for the inflation ripper and not Trump who panicked in [----] shut down the economy bc of the flu spent like a drunken monkey"  
[X Link](https://x.com/TeddyGambino/status/2019146459497570591)  2026-02-04T20:30Z [----] followers, [---] engagements


"1 of the most brilliant minds of the past 50yrs in tech Larry Ellison decides to switch $ORCL focus from a high margin software co to a low margin data center box. Unprecedented move ask yourself why"  
[X Link](https://x.com/TeddyGambino/status/2019173575618597106)  2026-02-04T22:17Z [----] followers, [----] engagements


"@parisbiker Totally I went thru a version of this back in [----] when $GLD finally listed. Crazy stupid hype calls for hold to hit $5000 quick BS hypos from spreadsheet warriors. Helped blow a bigger bubble peaked [----] spent [--] yrs in the wilderness"  
[X Link](https://x.com/TeddyGambino/status/2019174418392490144)  2026-02-04T22:21Z [----] followers, [--] engagements


"@CouldBeMistaken How this creepy ass Bond villain mofo was able to rope in $50B of investment is mind boggling"  
[X Link](https://x.com/TeddyGambino/status/2019236346586710197)  2026-02-05T02:27Z [----] followers, [--] engagements


"@VolteFaceInvest This lunatic raised $50B yet the tweeter gurus keep saying they dont see an equity bubble. Just amazing whistling past the graveyard I guess"  
[X Link](https://x.com/TeddyGambino/status/2019249115834777847)  2026-02-05T03:17Z [----] followers, [--] engagements


"@VolteFaceInvest US equity futures flip negative after opening strong. Google aint saving the tech bros doubt Amazon much help tom either"  
[X Link](https://x.com/TeddyGambino/status/2019249539535011996)  2026-02-05T03:19Z [----] followers, [--] engagements


"@parisbiker @Rytetz29 Crypto implosion is step [--] step [--] will be when Trump loses control of oil prices into midterms. Lame duck for 2yrs"  
[X Link](https://x.com/TeddyGambino/status/2019400825911578646)  2026-02-05T13:20Z [----] followers, [--] engagements


"We need a Q4 $AMZN . Bomb mass capex overspend will do the trick"  
[X Link](https://x.com/TeddyGambino/status/2019427551266116042)  2026-02-05T15:07Z [----] followers, [----] engagements


"Bitchcoin cracks $67k"  
[X Link](https://x.com/TeddyGambino/status/2019431858078155165)  2026-02-05T15:24Z [----] followers, [---] engagements


"Ethereum under $2k $DOGE @ .095 Still $16b mc Long way to go in the crypto implosion"  
[X Link](https://x.com/TeddyGambino/status/2019432296227696698)  2026-02-05T15:25Z [----] followers, [---] engagements


"Source: CoinMarketCap https://share.google/i0daeLTfHYWGzHarF https://share.google/i0daeLTfHYWGzHarF"  
[X Link](https://x.com/TeddyGambino/status/2019461597379387682)  2026-02-05T17:22Z [----] followers, [---] engagements


"So says the Thanksgiving Day Turkey on his way to theater for a word w/the boss"  
[X Link](https://x.com/TeddyGambino/status/2019509344392663301)  2026-02-05T20:32Z [----] followers, [---] engagements


"$BTC What happens if no size bidders show up @ $55k - $65k Stable coins break the buck"  
[X Link](https://x.com/TeddyGambino/status/2019512297333616868)  2026-02-05T20:43Z [----] followers, [---] engagements


"What if Jane -Citadel just bum rush this motherfucker right to $40k"  
[X Link](https://x.com/TeddyGambino/status/2019512773227798683)  2026-02-05T20:45Z [----] followers, [---] engagements


"Bitcoin cracks $62k No chance I sleep tonight BITCOIN REVERSES EARLIER GAIN DOWN 1.9%; ETHER FALLS 2.4% BITCOIN REVERSES EARLIER GAIN DOWN 1.9%; ETHER FALLS 2.4%"  
[X Link](https://x.com/TeddyGambino/status/2019563501879193993)  2026-02-06T00:07Z [----] followers, [----] engagements


"$DOGE Doggie coin @ .084 does this mean it wont be the currency on Mars No building data centers on Uranus"  
[X Link](https://x.com/TeddyGambino/status/2019566839840297449)  2026-02-06T00:20Z [----] followers, [---] engagements


"Peeps equity mkts never bottom on a Thursday $BTC bounce off $60k-with no grind is too Hollywood to be real. Woman jumps off a [---] story building going to hit satellite dishes awnings balconys on the way down fade.fadefade"  
[X Link](https://x.com/TeddyGambino/status/2019751931602751948)  2026-02-06T12:36Z [----] followers, [---] engagements


"Zippy already calling a bottom in equities + crypto this morning. My fave tech bra contra-indie still flashing both go lower"  
[X Link](https://x.com/TeddyGambino/status/2019752974172434509)  2026-02-06T12:40Z [----] followers, [---] engagements


"Still too many BTFD mentality"  
[X Link](https://x.com/TeddyGambino/status/2019774769189503368)  2026-02-06T14:06Z [----] followers, [---] engagements


"A Thanksgiving Turkey whos never survived investing thru a true recession what exactly do they know about bottoming"  
[X Link](https://x.com/TeddyGambino/status/2019775238112768498)  2026-02-06T14:08Z [----] followers, [---] engagements


"$TCW Short Report A/O 1/31 +25k to 3.15m Arrogant cock suckers did not cover add small to their short position. Time to learn deez fools https://m.canadianinsider.com/node/7menu_tickersearch=TCW https://m.canadianinsider.com/node/7menu_tickersearch=TCW"  
[X Link](https://x.com/TeddyGambino/status/2019801601427316780)  2026-02-06T15:53Z [----] followers, [---] engagements


"@Booger42069 Def no thats not allowed this is some HF deuchebags who refuse to acknowledge theyve been wrong since IH deal last July. Theyll be covering in the 8s if theyre lucky"  
[X Link](https://x.com/TeddyGambino/status/2019804680554233969)  2026-02-06T16:05Z [----] followers, [--] engagements


"@Booger42069 LOL i mean. go short tech crypto garbage thats where the froth exists. As energy super cycle gets chugging. OFS avg names back to 8-10 EV/EBitda basin kings like Trican + Precision more like 11-15 saw this last cycle"  
[X Link](https://x.com/TeddyGambino/status/2019806922971766946)  2026-02-06T16:14Z [----] followers, [--] engagements


"1 more time Rs are finished come midterms. https://share.google/pklBsjaBmrATCLAcg https://share.google/pklBsjaBmrATCLAcg"  
[X Link](https://x.com/TeddyGambino/status/2019821138109518058)  2026-02-06T17:11Z [----] followers, [---] engagements


"If I can exit Profrac flat it will be the 2nd documented miracle of Trican-Jesus"  
[X Link](https://x.com/TeddyGambino/status/2019851739172835500)  2026-02-06T19:12Z [----] followers, [---] engagements


"@Ipswich_Town Oil + gas stay constructive can easily rip to 7-7.50 before their Q4 print hope to be gone soon wish them well but Trican a far superior upside sleep easier"  
[X Link](https://x.com/TeddyGambino/status/2019882265300643957)  2026-02-06T21:13Z [----] followers, [---] engagements


"@Ipswich_Town Low vol float swing traders wet dream energy guys not driving the action"  
[X Link](https://x.com/TeddyGambino/status/2019882389158392295)  2026-02-06T21:14Z [----] followers, [--] engagements


"U.S. Frac Spread Count Data made available by Primary Vision [---] to [---] w/w [---] y/y Another week lower 30d lag before #s show recovery https://www.aogr.com/web-exclusives/us-frac-spread-count/2026 https://www.aogr.com/web-exclusives/us-frac-spread-count/2026"  
[X Link](https://x.com/TeddyGambino/status/2019884661846233409)  2026-02-06T21:23Z [----] followers, [----] engagements


"@Ipswich_Town Its my only other long besides $TCW slipped to less than 1% of my portfolio this week. Got to replenish my stripper + booze fund before the FL weather heats up"  
[X Link](https://x.com/TeddyGambino/status/2019898197833875817)  2026-02-06T22:17Z [----] followers, [---] engagements


"$ HIMS Just another rip off bullshit retail junk pile FAFO award goes to $HIMS https://t.co/2HeAbCwjPJ FAFO award goes to $HIMS https://t.co/2HeAbCwjPJ"  
[X Link](https://x.com/TeddyGambino/status/2019901021565104142)  2026-02-06T22:28Z [----] followers, [----] engagements


"@Ipswich_Town My avg is $6.30 I suck"  
[X Link](https://x.com/TeddyGambino/status/2019938092392804435)  2026-02-07T00:55Z [----] followers, [--] engagements


"@Ipswich_Town 👍"  
[X Link](https://x.com/TeddyGambino/status/2019948469482365351)  2026-02-07T01:36Z [----] followers, [--] engagements


"Im a firm believer in Bitcoin-crypto endgame is close to zero. However. [--] huge hole in your thesis is the yen-carry funder concept. Agree yen funding has increased due to BOJ rate hikes but if yen was a funder over past month the carry-cover should have seen 300-400 pip rips to 150-below in $/yen. Also if action out of HK was a large driver Asian hrs would have seen mega Bitcoin drops most action last weekend US hrs and sane during the week. Everyone thinks the crypto selloff is crypto-native. The real story is a TradFi entity running a multi-leg carry trade that unwound. Follow the funding"  
[X Link](https://x.com/TeddyGambino/status/2020136123486388309)  2026-02-07T14:02Z [----] followers, [----] engagements


"$/yen was on the move [--] weeks prior as world convinced BOJ-DED would launch coordinated FX intervention to strengthen the Yen. When Bessent deniedpair ripped off [---] level. From my old trade desk days Ive lived through several yen-carry unwinds during US hrs I can assure everyone didnt occur the last several weeks https://twitter.com/i/web/status/2020136990767751466 https://twitter.com/i/web/status/2020136990767751466"  
[X Link](https://x.com/TeddyGambino/status/2020136990767751466)  2026-02-07T14:06Z [----] followers, [---] engagements


"@cliftonk @Citrini7 Open AI will be forced to scale back plans if $ORCL doesnt pivot soon they could be one this bubbles Nortel"  
[X Link](https://x.com/TeddyGambino/status/2020236373148696696)  2026-02-07T20:41Z [----] followers, [---] engagements


"Trump coin still collapsing. https://share.google/PQdkOTXN554ABoLtg https://share.google/PQdkOTXN554ABoLtg"  
[X Link](https://x.com/TeddyGambino/status/2020555262076080560)  2026-02-08T17:48Z [----] followers, [---] engagements


"Sleep on the wisdom of Ray Dalio at your peril. Hes a former exchange floor monkey who built out a hedge fund empire from nothing no mommy+daddy $. One of the few HF guys I put in the investing God category. Ray has been adamant for years only solve for US gvt is to massively devalue $DXY QE returns to chip away at debt. 10yr minimum weak dollar cycle = Commodity Super Cycle. Its already well underway. https://twitter.com/i/web/status/2020915825566232725 https://twitter.com/i/web/status/2020915825566232725"  
[X Link](https://x.com/TeddyGambino/status/2020915825566232725)  2026-02-09T17:40Z [----] followers, [----] engagements


"@Rytetz29 He is Brother Ray nobody breaks down the coming malaise better than him. Writes books not for $ hes worth close to $25B legitimately trying to help people"  
[X Link](https://x.com/TeddyGambino/status/2020918628481175875)  2026-02-09T17:52Z [----] followers, [---] engagements


"@RockBtmEntries Always remember when it comes to dollar-pairs 90% of the move revolves around the USD side. Cad is Ultimate commodity currency Ottawa balance sheet is 1000x better than US debt nightmare"  
[X Link](https://x.com/TeddyGambino/status/2020923860850442725)  2026-02-09T18:12Z [----] followers, [---] engagements


"$DXY-weekly Last week. kissed prior bottom rung of the up channel. Failed. If jobs data is shitty this week + benign CP print on Fri headed much lower"  
[X Link](https://x.com/TeddyGambino/status/2020930718616924424)  2026-02-09T18:40Z [----] followers, [---] engagements


"@ICBarrett lol Kuppy is the ult energy tourist I had the flu cpl years back stuck in bed caught him on a podcast talking his book puddle deep comprehension of energy"  
[X Link](https://x.com/TeddyGambino/status/2021222714644553963)  2026-02-10T14:00Z [----] followers, [--] engagements


"@ICBarrett His 1st HF out of college closed in [----] and he didnt get back in the game for over a decade never shows those yearly returns pretty obvi it blew up"  
[X Link](https://x.com/TeddyGambino/status/2021234156684837136)  2026-02-10T14:45Z [----] followers, [--] engagements


"Consumer confidence in the shitter for a reason"  
[X Link](https://x.com/TeddyGambino/status/2021271570174402738)  2026-02-10T17:14Z [----] followers, [---] engagements


"Josh Brown Retail traders are hip to the game Regarding software pullback Bells dont often ring at the top"  
[X Link](https://x.com/TeddyGambino/status/2021273371070054870)  2026-02-10T17:21Z [----] followers, [---] engagements


"@mark_ledain @DeItaone Largest beneficiaries will be commodity related equities especially energy. Mega tech will help on the margin but they will be re-rated lower as the baton gets passed to the commodity boys. Tech had A 12yr bull run show is over"  
[X Link](https://x.com/TeddyGambino/status/2021394955231723532)  2026-02-11T01:24Z [----] followers, [--] engagements


"@Agent_StevieP I agree vs the performance in Trican since I 1st bought in April [----] Buying/building $ACDC stake was a poor choice still think I make a nominal amount on the way out. Will roll into more $TCW"  
[X Link](https://x.com/TeddyGambino/status/2007183263329333594)  2026-01-02T20:12Z [----] followers, [---] engagements


"All time low $HPK-out of Tier for past 18-24m oil production down 40% from peak. $REPX $MTDR $SM $CIVI $APA going to all put up some pretty shitty Q4 Permian numbers as well"  
[X Link](https://x.com/TeddyGambino/status/2008930166865551729)  2026-01-07T15:54Z [----] followers, [----] engagements


"@cleanmoney86 @variantview_X @Rytetz29 @UnintendedCons5 @K33pFracing I dont panic thanks to the GFC I was able to buy 5- OFS COs trading at a fraction of BV loaded the boat on $TCW spring [----]. Id have no problem leveraging up and doubling $ACDC @ $2"  
[X Link](https://x.com/TeddyGambino/status/2008989862075199583)  2026-01-07T19:51Z [----] followers, [---] engagements


"@Jack_McClendon $MTDR likely target Or small ball $REPX"  
[X Link](https://x.com/TeddyGambino/status/2012277233306436093)  2026-01-16T21:34Z [----] followers, [---] engagements


"@chigrl I see zero scenario where $MTDR stats indie just a mater of who"  
[X Link](https://x.com/TeddyGambino/status/2012879613400088982)  2026-01-18T13:27Z [----] followers, [---] engagements


"@variantview_X Im long $ACDC @ $6.30 likely out scaled above. $PUMP solid go but Im not into cos with identity issues. Will roll Profrac $ into more $TCW by far the best frac opportunity by a mile"  
[X Link](https://x.com/TeddyGambino/status/2016650707038875765)  2026-01-28T23:12Z [----] followers, [---] engagements


"$DVN-$CTRA Dev-Terra https://share.google/mydZg6RnsBEDpKtZm https://share.google/mydZg6RnsBEDpKtZm"  
[X Link](https://x.com/TeddyGambino/status/2018293648534741305)  2026-02-02T12:01Z [----] followers, [----] engagements


"$RES had a shit Q4 30% revs from Frac to sell $ACDC bc is not smart"  
[X Link](https://x.com/TeddyGambino/status/2018795739015791088)  2026-02-03T21:16Z [----] followers, [----] engagements


"@Rytetz29 @Agent_StevieP Hoping for a further rip in $ACDC so I can exit stage left restock my booze+stripper fund buy more $TCW"  
[X Link](https://x.com/TeddyGambino/status/2019139694622343187)  2026-02-04T20:03Z [----] followers, [---] engagements


"Fund still positioned for the Covid mass human extinction Praetorian's Q4 [----] Investor Letter is here: https://t.co/Jdkm9uWkOG Follow us @praetoriancap for more updates. https://t.co/fcWwAIpTxi Praetorian's Q4 [----] Investor Letter is here: https://t.co/Jdkm9uWkOG Follow us @praetoriancap for more updates. https://t.co/fcWwAIpTxi"  
[X Link](https://x.com/TeddyGambino/status/2019208946246971790)  2026-02-05T00:38Z [----] followers, [---] engagements


"$ACDC. Long @ $6.30 Ideally I can exit before $TCW 2/18 ER love to add more shares before print a stack in case of any problems"  
[X Link](https://x.com/TeddyGambino/status/2019824699598115265)  2026-02-06T17:25Z [----] followers, [----] engagements


"Bryn Too Much Talkington on CNbc touting Blue Owl Fundspristine loans. Last week she made comments to confirm she doesnt know what Free-cash-flow actually means. Her and Farmer Jim are painfully dumb"  
[X Link](https://x.com/TeddyGambino/status/2020911576451010647)  2026-02-09T17:24Z [----] followers, [---] engagements


"@bunney_jack @RockBtmEntries [----] traded to around .91 not saying tom or even next year.This commodity super cycle has 10-12 yrs ahead thru par is coming $DXY is a basket case"  
[X Link](https://x.com/TeddyGambino/status/2020961655757341137)  2026-02-09T20:43Z [----] followers, [--] engagements


"@ICBarrett His late [----] call for a potential mass human extinction due to Covid fine make dumb comments but part that really annoyed me was he claimed his fund was positioned for such an event where 1-2B people died. Utter rubbish"  
[X Link](https://x.com/TeddyGambino/status/2021234621149515876)  2026-02-10T14:47Z [----] followers, [--] engagements


"@cnbc Wake the fuck up US CONSUMER DELINQUENCIES HIT NEAR-DECADE HIGH U.S. loan delinquencies rose to 4.8% of household debt in Q4 the highest since [----] driven by low-income and young borrowers. Mortgage defaults surged in lower-income areas while student-loan delinquencies hit 16.3% a record. https://t.co/yfwoNvFvWs US CONSUMER DELINQUENCIES HIT NEAR-DECADE HIGH U.S. loan delinquencies rose to 4.8% of household debt in Q4 the highest since [----] driven by low-income and young borrowers. Mortgage defaults surged in lower-income areas while student-loan delinquencies hit 16.3% a record."  
[X Link](https://x.com/TeddyGambino/status/2021271150894952891)  2026-02-10T17:12Z [----] followers, [---] engagements


"$HOOD Trades for over 9X book value when broker/dealers peak cycle MAX 3X. Buyer beware ☠"  
[X Link](https://x.com/TeddyGambino/status/2021273038390525975)  2026-02-10T17:20Z [----] followers, [---] engagements


"@WAR527 @GringoInvesting @EnergyPeddler Hearing he was fired on Friday will know more soon"  
[X Link](https://x.com/TeddyGambino/status/2021391680671449418)  2026-02-11T01:11Z [----] followers, [---] engagements


"Cant wait for all the crack-shills to tell me I just dont get it😁"  
[X Link](https://x.com/TeddyGambino/status/2021699252146090454)  2026-02-11T21:33Z [----] followers, [---] engagements


"6 Rs were able to locate their balls. The worm is starting to turn on el Donaldo. MAJORITY OF U.S. HOUSE BACKS RESOLUTION THAT WOULD END TRUMP'S CANADA TARIFFS VOTING CONTINUES MAJORITY OF U.S. HOUSE BACKS RESOLUTION THAT WOULD END TRUMP'S CANADA TARIFFS VOTING CONTINUES"  
[X Link](https://x.com/TeddyGambino/status/2021727838844457061)  2026-02-11T23:27Z [----] followers, [---] engagements


"@Rytetz29 They need to embrace the $CNX methodology take the FCF and buyback stock-reduce debt. No debt min maintenance capex only"  
[X Link](https://x.com/TeddyGambino/status/2008938122088735188)  2026-01-07T16:25Z [----] followers, [---] engagements


"$MTDR $FANG $OXY Dont see how above [--] dont get gobbled up. @TeddyGambino https://t.co/rN4D6T64ET @TeddyGambino https://t.co/rN4D6T64ET"  
[X Link](https://x.com/TeddyGambino/status/2018305581358924219)  2026-02-02T12:48Z [----] followers, [----] engagements


"@Reignots My $ on $CVX but $COP could hop them"  
[X Link](https://x.com/TeddyGambino/status/2018399907971793030)  2026-02-02T19:03Z [----] followers, [---] engagements


"Avg Trican short is down about 40-45% didnt cover much post IH announces Invest accordingly doesnt include divs + borrow costs"  
[X Link](https://x.com/TeddyGambino/status/2019828622673183225)  2026-02-06T17:40Z [----] followers, [---] engagements


"Dollar crush against the backdrop of Permian growth down to Eddy County prelim indications Mewbourne has blown its Tier [--] load its all on Exxons shoulders. Dont forget the LNG buildout wave thru [----]. This is the most insane LT energy bull setup Ive ever seen. Forget the barrel counting guys got to focus on FX + shale exhaustion. https://twitter.com/i/web/status/2021226766342218124 https://twitter.com/i/web/status/2021226766342218124"  
[X Link](https://x.com/TeddyGambino/status/2021226766342218124)  2026-02-10T14:16Z [----] followers, [---] engagements


"@GringoInvesting @EnergyPeddler @WAR527 One of the megas is going to figure out the natty-LNG oppy for the next decade beyond. $EXE is a crown jewel"  
[X Link](https://x.com/TeddyGambino/status/2021305825499701601)  2026-02-10T19:30Z [----] followers, [---] engagements


"@riceforthought He used to be a hard money guy despised deficits/debt QE. Now hes Trumps bitch"  
[X Link](https://x.com/TeddyGambino/status/2021587824403783793)  2026-02-11T14:11Z [----] followers, [--] engagements


"$TCW Stiffie back on the offer more for sale.looking for a cleanup print"  
[X Link](https://x.com/TeddyGambino/status/2021955256876515784)  2026-02-12T14:31Z [----] followers, [---] engagements


"$ACDC Please release me let me go .60 cent away keep hope alive https://share.google/gUL5GsnvJ9K2voJjW https://share.google/gUL5GsnvJ9K2voJjW"  
[X Link](https://x.com/TeddyGambino/status/2021593311941706121)  2026-02-11T14:32Z [----] followers, [---] engagements


"@Booger42069 TSY has zero legal authority to buy Bitcoin. Bessent testified before Congress last month and affirmed the obvi. No rescue coming for the crypto bros"  
[X Link](https://x.com/TeddyGambino/status/2021608711286878683)  2026-02-11T15:34Z [----] followers, [--] engagements


"@Booger42069 Weekly Bitcoin chart looks like death warmed over. Absolute panic sets in as $55-$60k fails to hold"  
[X Link](https://x.com/TeddyGambino/status/2021609306005602757)  2026-02-11T15:36Z [----] followers, [--] engagements


"Just amazing $PLTR a complete house of cards not ai destined to be a $5 stock. 10000+ words enjoy $PLTR Taken together in the decade before it went public (in late 2020) Palantir rightfully or wrongfully and almost entirely not of its own doing was becoming a household name as an influential secretive company that worked with powerful partners. Few https://t.co/PZ0S1FNroB 10000+ words enjoy $PLTR Taken together in the decade before it went public (in late 2020) Palantir rightfully or wrongfully and almost entirely not of its own doing was becoming a household name as an influential secretive"  
[X Link](https://x.com/TeddyGambino/status/2021949603948757471)  2026-02-12T14:08Z [----] followers, [---] engagements


"@John_S_Pierce SP down .03 yest was quite orderly buyers showed up. Traded 2.5M This is how the game is played some more interested in ST protect profits vs buying in to LT cycles"  
[X Link](https://x.com/TeddyGambino/status/2021960282755695076)  2026-02-12T14:51Z [----] followers, [--] engagements


"Bitcoin cracks $66k Cramer says US gvt is a buyer @ $60k Lets make this muppet cry"  
[X Link](https://x.com/TeddyGambino/status/2021602520099910106)  2026-02-11T15:09Z [----] followers, [---] engagements


"Let the $DXY be your guide inflation is falling hard Fed will start cutting after J-POW gone. But Donnie is going to squirm like a stuck pig over much higher oil prices Oil markets are going to fuck Trump Im not talking honeymoon eve lovemaking Im talking maximum security prison shower ass pounding. You have been warned. Oil markets are going to fuck Trump Im not talking honeymoon eve lovemaking Im talking maximum security prison shower ass pounding. You have been warned"  
[X Link](https://x.com/TeddyGambino/status/2021732968729854436)  2026-02-11T23:47Z [----] followers, [----] engagements


"RT @FordWealth: 👇 "Watching @saylor Blow up would be epic maybe a little systemic. But there is a history of arrogance that gets destroy"  
[X Link](https://x.com/anyuser/status/2021750985388154936)  2026-02-12T00:59Z [----] followers, [--] engagements


"RT @FordWealth: $MSTR @BTC Phase [--] @PauloMacro"  
[X Link](https://x.com/anyuser/status/2021751024558457097)  2026-02-12T00:59Z [----] followers, [--] engagements


"RT @uselinkinv: $XLK / $XLE 1W; After [--] decades with out outperformance the #tech sector is now looking at the (potential) biggest breakd"  
[X Link](https://x.com/TeddyGambino/status/2021758422547378678)  2026-02-12T01:29Z [----] followers, [--] engagements


"Jan [----] Challenger Gray Report https://share.google/GpcYWwcSlp7yIQiHf https://share.google/GpcYWwcSlp7yIQiHf"  
[X Link](https://x.com/TeddyGambino/status/2021778413275516933)  2026-02-12T02:48Z [----] followers, [---] engagements


"RT @tsxman: $PD.TO says Canadian drilling season to be busier then last year. Says they're seeing very strong customer demand in the US for"  
[X Link](https://x.com/anyuser/status/2021929430520652241)  2026-02-12T12:48Z [----] followers, [--] engagements


"RT @gnoble79: I've been saying it for months: The AI hype will die. And I'm watching it happen in real time. Let me tell you something ab"  
[X Link](https://x.com/TeddyGambino/status/2021930188683063759)  2026-02-12T12:51Z [----] followers, [--] engagements


"RT @lowstrife: "that's the engineering - I give you the upside you have no downside and I pay you a dividend while you wait to get rich""  
[X Link](https://x.com/anyuser/status/2021954200595566709)  2026-02-12T14:27Z [----] followers, [--] engagements


"RT @mark_dow: "I give you the upside you have no downside and I pay you a dividend while you wait to get rich" -- also Bernie Madoff If"  
[X Link](https://x.com/TeddyGambino/status/2021954276403322945)  2026-02-12T14:27Z [----] followers, [--] engagements


"RT @yieldsearcher: The initial Jan [----] NFP was +143K; now -48K. Not sure why folks take offense at others thinking the NFP is garbage. Th"  
[X Link](https://x.com/anyuser/status/2021954391540916335)  2026-02-12T14:27Z [----] followers, [--] engagements


"Anybody looking for a block 1-800-Stiffie Sold 7-fig yestcame out firing early offer pegged Id imagine they have a like amount"  
[X Link](https://x.com/TeddyGambino/status/2021957082887729448)  2026-02-12T14:38Z [----] followers, [---] engagements


"RT @EconguyRosie: The year-over-year trend in nonfarm payrolls even with the dubious headline yesterday is running at a grand total of +0"  
[X Link](https://x.com/TeddyGambino/status/2021962588226236667)  2026-02-12T15:00Z [----] followers, [--] engagements


"RT @WSJ: Heard on the Street: A major concern for investors during the AI boom is that they cant find depreciation expenses listed on the"  
[X Link](https://x.com/TeddyGambino/status/2021965200740790364)  2026-02-12T15:10Z [----] followers, [--] engagements


"RT @RealJimChanos: Wait till they discover the wonders of Construction in Process deferral accounting @JonathanWeil"  
[X Link](https://x.com/TeddyGambino/status/2021965219409670474)  2026-02-12T15:10Z [----] followers, [--] engagements


"Retail long this hunk of shit deserve to lose it all"  
[X Link](https://x.com/TeddyGambino/status/2021966564140965948)  2026-02-12T15:16Z [----] followers, [---] engagements


"RT @MacroEdgeRes: Salesforce lays off nearly [----] employees in early [----] ahead of Q4 earnings report #MacroEdge"  
[X Link](https://x.com/TeddyGambino/status/2021966856744264169)  2026-02-12T15:17Z [----] followers, [--] engagements


"$BP still a basket case Shell is dying for reserves still think a deal eventually happens. BP shares down -4.7% as of 10:56am local time. Board suspend the share buyback and will fully allocate excess cash to accelerate strengthening of the balance sheet. And guidance for shareholder distributions to be in the range of 30-40% of operating cash flow is "now retired'. https://t.co/vPqeCaXOIk BP shares down -4.7% as of 10:56am local time. Board suspend the share buyback and will fully allocate excess cash to accelerate strengthening of the balance sheet. And guidance for shareholder"  
[X Link](https://x.com/TeddyGambino/status/2021206469945729070)  2026-02-10T12:55Z [----] followers, [----] engagements


"$DXY-Yearly back to [----] Look at the prior [--] dollar breaks85 pts peak-trough in 80s 50pts drop in 2000s. Commodity super cycles lined up perfectly with prior [--] breaks. This chart excites yet terrified me to whats ahead. Get long AF energy"  
[X Link](https://x.com/TeddyGambino/status/2021223716391104782)  2026-02-10T14:04Z [----] followers, [----] engagements


"Smaller scale 2005-2011 I had to field waves of Iraqi dinar calls. Pumpers convinced retail to buy the FX huge mark up BTW to buy physical dinars bc gvt was going to massively change the dinar to $ rate. Was all based on a misinterpreted press conference fucked up the word remuneration vs revaluation. Retail got smoked some still holding. https://twitter.com/i/web/status/2021611409172275274 https://twitter.com/i/web/status/2021611409172275274"  
[X Link](https://x.com/TeddyGambino/status/2021611409172275274)  2026-02-11T15:44Z [----] followers, [---] engagements


"@parrafincontrol 2.9% weighting in S+P 500.12-14% in 2013/14 32% in early 1980s. They are despised. Show me Trican trading [--] EV/EBITDA Thats a tad elevated nowhere close"  
[X Link](https://x.com/TeddyGambino/status/2021709532615815426)  2026-02-11T22:14Z [----] followers, [----] engagements


"$CRK Yo Jonesy I got [----] on the phone they want your asset sales to find capex strategy back. I hope SP gets its teeth kicked in tomorrow Theyre planning another year of bloated capex how exactly will this be funded Jerry Jones has a better chance winning Super Bowl next year than generating FCF in [----]. https://twitter.com/i/web/status/2021714218349736317 https://twitter.com/i/web/status/2021714218349736317"  
[X Link](https://x.com/TeddyGambino/status/2021714218349736317)  2026-02-11T22:33Z [----] followers, [----] engagements


"Dam breaking on the Reddit-RERE bullshit stocks. $PLTR $ASTS $OPEN $CVNA $OKLO"  
[X Link](https://x.com/TeddyGambino/status/2021978923085791655)  2026-02-12T16:05Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@TeddyGambino Avatar @TeddyGambino Teddy “Trican-Jesus” Gambino

Teddy “Trican-Jesus” Gambino posts on X about $tcw, debt, $acdc, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [---------] +2,189%
  • [--] Month [---------] +888%
  • [--] Months [---------] +216%
  • [--] Year [---------] +386%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [---] -2.20%
  • [--] Month [---] -36%
  • [--] Months [-----] +118%
  • [--] Year [-----] +136%

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +0.16%
  • [--] Month [-----] +1.40%
  • [--] Months [-----] +10%
  • [--] Year [-----] +31%

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 30.67% finance 25.77% cryptocurrencies 15.95% technology brands 4.29% currencies 2.45% countries 2.45% financial services 0.61% travel destinations 0.61% automotive brands 0.61%

Social topic influence $tcw #1, debt #1945, $acdc #4, in the 4.91%, bitcoin 4.29%, $fang 4.29%, $mtdr #6, ai 3.68%, crypto 3.68%, $repx #2

Top accounts mentioned or mentioned by @rytetz29 @booger42069 @parisbiker @ipswichtown @ipswich_town @john_s_pierce @variantviewx @gringoinvesting @icbarrett @energypeddler @voltefaceinvest @agentsteviep @rockbtmentries @reignots @jack_mcclendon @monkeynaught83 @unintendedcons5 @k33pfracing @jackmcclendon @oiledamerican2

Top assets mentioned ProFrac Holding Corp. (ACDC) Bitcoin (BTC) Diamondback Energy Inc (FANG) Matador Resources, Co. (MTDR) SM Energy Company (SM) Exxon Mobil (XOM) Convex Finance (CVX) Devon Energy Corp (DVN) Civitas Resources, Inc. (CIVI) Oracle Corporation (ORCL) Coterra Energy Inc (CTRA) Microsoft Corp. (MSFT) Opendoor Technologies Inc Common Stock (OPEN) Permian Resources Corporation Class A Common Stock (PR) PumpBTC (Governance token) (PUMP) APA Corp (US) (APA) Copiosa Coin (COP2) Oxygen (OXY) Strategy (MSTR) Dogecoin (DOGE) Palantir Technologies Inc. (PLTR) Pioneer Natural Resources Co (PXD) Arweave (AR) Range Resources, Corp. (RRC) Gulfport Energy Corporation (GPOR) Infinity Natural Resources, Inc (INR) Step Finance (STEP) Chord Energy Corporation Common Stock (CHRD) 2131KOBUSHIDE (21) Ovintiv, Inc. (OVV) Tesla, Inc. (TSLA)

Top Social Posts

Top posts by engagements in the last [--] hours

"If Bitcoin goes down 90% well simply refinance our debt when it comes due Saylor is fucking bonkers"
X Link 2026-02-10T13:10Z [----] followers, [---] engagements

"Lots of gurus still calling for $30-$40s while energy equities have seen thru the smoke with many at/near ATHs. Piss poor processes to sit on sidelines to try and call lows"
X Link 2026-02-10T14:20Z [----] followers, [---] engagements

"$TCW 2.5M comp vol Stiffie+ CIBC size sellers all day 400k X on the bell @ [----] Cibc To be expected going into Q4 let it play"
X Link 2026-02-11T21:22Z [----] followers, [---] engagements

"BREAKING NEWS Comstock announced the discovery of a world class asset in LA theyve termed it the TMS"
X Link 2026-02-11T21:36Z [----] followers, [---] engagements

"$FANG Q4 Oil Cut [----] 59% [----] 53.8% Endeavor deal not a helper on % oil cut Natty realizations .48 cent Getting her prettied up just like $PXD post Hess close $CVX will come a knocking"
X Link 2025-02-24T21:16Z [----] followers, 10.9K engagements

"$FANG Q2 [----] oil cut 53.77% Q1 [----] oil cut 55.9%"
X Link 2025-08-04T20:17Z [----] followers, 10.3K engagements

"$MTDR Good this is what you deserve for raising [----] Gods have spoken. http://capex.Energy http://capex.Energy"
X Link 2025-10-22T13:31Z [----] followers, 14.5K engagements

"$AR Antero buys HG https://share.google/4zVxSzsdk1QgxAzst https://share.google/4zVxSzsdk1QgxAzst"
X Link 2025-12-08T12:10Z [----] followers, 13.3K engagements

"$RRC $GPOR $INR All [--] above need esp Range need to find a daddy"
X Link 2025-12-08T12:15Z [----] followers, [----] engagements

"$STEP Deal approved shares should be delisted by next Tues.Congrats to the STEP team Arc should be able to bolt-on a cpl deals and/or find a suitable deal partner. https://ca.finance.yahoo.com/news/step-energy-services-ltd-announces-211500439.html https://ca.finance.yahoo.com/news/step-energy-services-ltd-announces-211500439.html"
X Link 2025-12-12T21:35Z [----] followers, [----] engagements

"On deck $HPK $REPX $MTDR $PR $CHRD"
X Link 2025-12-15T02:18Z [----] followers, [---] engagements

"$REPX Q3 roughly 20m FCF on revs of 106m. Oil $63.94 NG -($.21) NGL - ($.66) Hedges added $1.20 to oil Be lucky to be running flat for Q3. $375M debt. Better find a sugar daddy pronto. Not as bad as $HPK but not by much"
X Link 2025-12-18T19:27Z [----] followers, [---] engagements

"Enervous put out spring [----] assumptions for E+Ps remaining Tier [--] Permian acreage remaining. Their assumptions are proving to be way too optimistic. They had $SM w/about 3yrs remaining. $SM peak Permian oil production Oct [----] @ 133k p/d. 108k May [----]. roughly 20% decline"
X Link 2025-12-20T14:02Z [----] followers, [----] engagements

"@monkeynaught83 $FANG has to sell $OVV smart to dump Permian and buy another wcsb firm"
X Link 2026-01-01T12:57Z [----] followers, [---] engagements

"@variantview_X @Rytetz29 @UnintendedCons5 @K33pFracing $PUMP has very low debt not going anywhere. $ACDC will face challenges"
X Link 2026-01-07T18:59Z [----] followers, [---] engagements

"Assuming $DVN + $CTRA is a go who ya got next to tango"
X Link 2026-01-16T21:07Z [----] followers, 10.1K engagements

"@SludgeLLC @Jack_McClendon $PR criticism has also been lack of tier [--] their deals the last several years havent added much duration. Bolt-on strategy has run its course need a transformational deal"
X Link 2026-01-18T22:02Z [----] followers, [--] engagements

"@comancheriaNor Simply returning to a more balanced relationship with China. Pre-JTmore oil LNG will head their way from Canada"
X Link 2026-01-19T14:58Z [----] followers, [--] engagements

"Mewbourne gross Nov Permian oil # - 253k 270k Oct 277k July was the peak. If this number holds its sayonara for Mewbourne in the Permian"
X Link 2026-01-21T14:03Z [----] followers, [----] engagements

"$TCW Canoe Fds long about 12% Dimension Fds long about 3% the rest is scraps. Invesco Franklin Vanguard are gone former large holders. No US HFs Balyasny long 17% in [----]. This is not a criticism this is the OPPY knowing buysides hatred of energy esp OFS. The return will be a thunderous herd I witnessed it late 2010-2011. https://twitter.com/i/web/status/2014356668209856811 https://twitter.com/i/web/status/2014356668209856811"
X Link 2026-01-22T15:17Z [----] followers, [----] engagements

"$DXY-weekly The coming dollar wipeout is going to be my Sistine Chapel. Weak dollar theme will go on for next 10yrs at least. My gift to the world"
X Link 2026-01-23T19:02Z [----] followers, [---] engagements

"Forget the near month HH its a sideshow driven by weather. The real story is the curve out thru [----] is substantial undervalued. April [----] @ $3.10 is a joke needs to be 2X that and will be"
X Link 2026-01-26T16:43Z [----] followers, [----] engagements

"$MTDR I re-it 5-6 publics with Permian are going to put up absolute shit Q4s. $HPK $REPX $SM $CIVI $APA https://ca.finance.yahoo.com/news/matador-resources-increases-hedge-position-113000976.html https://ca.finance.yahoo.com/news/matador-resources-increases-hedge-position-113000976.html"
X Link 2026-01-27T12:46Z [----] followers, [----] engagements

"STOCKHOLDERS RESOUNDINGLY APPROVE SM ENERGY AND CIVITAS MERGER - PR Newswire $SM/$CIVI https://stocks.apple.com/AotG0IKGRSYGkVuwtpZGHJA https://stocks.apple.com/AotG0IKGRSYGkVuwtpZGHJA"
X Link 2026-01-27T21:37Z [----] followers, [---] engagements

"@BowTiedFeline Sure back stopped by Trump coin"
X Link 2026-01-28T17:01Z [----] followers, [---] engagements

"$TCW I suck only hit [----] Fresh 12yr high a moment of silence for the haters + shorts. Blowing thru [--] tomorrow Blowing thru [--] tomorrow"
X Link 2026-01-28T21:00Z [----] followers, [----] engagements

"Suck it tech bros+broettes"
X Link 2026-01-28T21:04Z [----] followers, [----] engagements

"@variantview_X Doesnt sound like any new Digi fleets coming in 2026"
X Link 2026-01-28T22:49Z [----] followers, [---] engagements

"For Trumponomics to work requires not only much lower Fed rate but whole curve lower PLUS a materially weaker $DXY. Manufacturing + housing have been in a recession for past 2yrs. Despite what Trump hopes only realistic solve for housing are much lower prices to clear inventory create affordability. Lower rates required. $DXY sub [--] to spur Trumps manufacturing boom onshoring push. Both are achievable BUT no free lunch in finance. Commodity Super Cycle will rage for next decade. That being said I dont think inflation will be an issue. Ai-automation will drive unemployment higher lower shelter"
X Link 2026-01-28T22:56Z [----] followers, [----] engagements

"$MSFT imploding $TSLA give up the gains cant hold its mud maybe 400X trailing not cheap $ORCL chart o death The baton will slowly be passed more like early 1979s than Y2K"
X Link 2026-01-29T14:41Z [----] followers, [----] engagements

"If I were $XOM Id bid $FANG before WTI gets too much higher. Coterra and Devon near tie-up to create $60bn US shale group Deal would be the largest oil and gas merger in two years #oott https://t.co/z8YuoCLURD Coterra and Devon near tie-up to create $60bn US shale group Deal would be the largest oil and gas merger in two years #oott https://t.co/z8YuoCLURD"
X Link 2026-01-29T19:21Z [----] followers, 12.5K engagements

"@Oiled_American2 Some say $COP takes a swing I dont see it. $FANG continuous w/so much $XOM in Midland basin. Does do much more than just add production"
X Link 2026-01-29T23:29Z [----] followers, [---] engagements

"@Oiled_American2 Above deal gets done $CVX only real move to secure size Permian reserves is $OXY. Might have to divest some of the CO acreage to close but I dont see any other issues"
X Link 2026-01-29T23:34Z [----] followers, [---] engagements

"@UndervaluedOnG Sheffield says they blow thru Tier [--] midland by [----] Delaware theyve been drilling for 10yrs after acquiring from Basseyeballing I think tier [--] gone by late [----]. Exxon is the last piece of the puzzle if Mewbourne has in fact blown their Tier [--] Permian wad"
X Link 2026-01-30T14:46Z [----] followers, [---] engagements

"With $SM closing $CIVI yest time to go down memory lane when this was released early [----]. Bucket of those out of Tier [--] increasing round [--] of merger mania about to restart. @TeddyGambino https://t.co/rN4D6T64ET @TeddyGambino https://t.co/rN4D6T64ET"
X Link 2026-01-30T16:29Z [----] followers, [----] engagements

"@mattkiu Exxon like usual is full of shit. Only way they finally hit their Permian targets was buying )PXD"
X Link 2026-01-31T14:23Z [----] followers, [--] engagements

"Ive said for past year $XOM and $FANG merging is the most obvious conclusion for both. Diamondback sits on $15B debt whats the end game after Tier [--] is gone Exxon has said they wont deal just to add barrels needs to be synergies. What deal gives them size production add + lines up a lot of contiguous average Round [--] of merger mania gets rolling soon. https://twitter.com/i/web/status/2017605613975437492 https://twitter.com/i/web/status/2017605613975437492"
X Link 2026-01-31T14:27Z [----] followers, [---] engagements

"All time low on Trump coin sensing the coming Dem sweep https://share.google/M3fzfffePXAvyPw2C https://share.google/M3fzfffePXAvyPw2C"
X Link 2026-02-01T13:14Z [----] followers, [---] engagements

"@VolteFaceInvest @JoshYoung Iranian rial trading south of 1.7m to $ no bottom in sight No need to intervene mkts will take care of them eventually"
X Link 2026-02-01T14:08Z [----] followers, [--] engagements

"OPEC perhaps could squeeze another 1M total max mostly from KSA. Thats it rest would be phantom barrel adds. OPEC returning oil has been a painful but necessary step to LT oil price increasing. No surprises from #Opec+ today which reconfirmed its decision to keep output steady until the end of March What it does beyond the first quarter is the big question 👀 with @Bacharelhalabi and @ncitayim https://t.co/i6HolWc18F No surprises from #Opec+ today which reconfirmed its decision to keep output steady until the end of March What it does beyond the first quarter is the big question 👀 with"
X Link 2026-02-01T15:15Z [----] followers, [----] engagements

"$TCW Cambria Fd sold 1.1m - Dec out of name Schroder Fd sold 297k -Dec out of name CasteArk sold 213k-Dec OON SGA Int sold 146k-Dec OON Outside of Canoe Fds not yet much company lots of catch up to come"
X Link 2026-02-01T17:58Z [----] followers, [----] engagements

"@WHjohnherring That number is on a 30d lag likely gets worse the next [--] weeks before bouncing Sub $4 HH strip prolonged will see spread drops 2"
X Link 2026-02-02T13:44Z [----] followers, [---] engagements

"Anybody know Coterra primarily used for Frac Svcs $DVN-$CTRA Dev-Terra https://t.co/nbpw08vdu0 $DVN-$CTRA Dev-Terra https://t.co/nbpw08vdu0"
X Link 2026-02-02T16:15Z [----] followers, [----] engagements

"$NINE Files bankrupt been warning about this one for over a year. Debt wiped likely re-list as a pretty interesting co ripe to get bought largely debt free"
X Link 2026-02-02T19:08Z [----] followers, [----] engagements

"$OPEN Spankynutz keeps buying this 💩 buyer beware. It smell like tooney-feesh"
X Link 2026-02-02T19:14Z [----] followers, [----] engagements

"$MSFT Cant hold its mud 26X trailing back to valuation multiples last seen in spring [----]. $ORCL Chart implosion This is how theme rotation happens tech handoff to commodities [--] general at a time will lose their religion"
X Link 2026-02-03T14:34Z [----] followers, [----] engagements

"Zippy buying more $OPEN a co over 7yrs to never have made a yearly profit. Good luck kiddo"
X Link 2026-02-03T17:40Z [----] followers, [---] engagements

"Josh Brown cnbc 1/2 time show now touting $XOM + $DVN on todays show. Gang the narrative is beginning to shift starts like a stream turns into a raging river. Very early"
X Link 2026-02-03T18:01Z [----] followers, [----] engagements

"Today [--] of the most important days in equity markets of the past 17yrs. This aint just a software pullback its an acknowledgment of ai effect on a former dominant sub-sector of tech. $MSFT will go back to valuation of 10-15x PE days of SaaS redic valuation also over. Reality has arrived"
X Link 2026-02-03T18:18Z [----] followers, [----] engagements

"@GringoInvesting @Rytetz29 This is bigger than him its the early innings of a transition from tech/comm/crypto cycle to a commodity bull trend. If last tech melt is a guide its like early [----] another 2-2n1/2 years left of tech unwind coming"
X Link 2026-02-03T18:20Z [----] followers, [---] engagements

"$TCW Fresh 12yr highs Double digits by YE"
X Link 2026-02-03T18:22Z [----] followers, [----] engagements

"@Rytetz29 @GringoInvesting I dont care if on April [--] if $TCW is [--] or [--] Ill keep rolling divs to shares up to [--] cad. Energy super cycle is an infant long way to go"
X Link 2026-02-03T18:38Z [----] followers, [---] engagements

"$NFLX A company who refused any size M+A trying to drop $80b on a deal Big tech claim to fame was they were asset lite have pivoted to hyperscaler driven=asset heavy for future growth Software cos imploding ai potential to wipe out some-diminish importance of many. These are the sounds of a bubble popping LT theme pivoting https://twitter.com/i/web/status/2018777000677449961 https://twitter.com/i/web/status/2018777000677449961"
X Link 2026-02-03T20:01Z [----] followers, [----] engagements

"$TCW Over 2m comp vol had the flavor of new participants coming to the party majority of the vol on ECNs-ATS pop in block vol. Fresh 12yr high"
X Link 2026-02-03T21:01Z [----] followers, [---] engagements

"Nice Ill say it again this company is a unicorn Im more excited about the next 4-6yrs than I was back in [----]. Key is not to sell until we go back to peak valuation metrics seen during prior 2004-2014 peaks. Unlike last cycle Trican is clearly the wcsb OFS big dog this time"
X Link 2026-02-03T22:43Z [----] followers, [---] engagements

"$EOG Tier [--] gone by H2 need to make a move soon"
X Link 2026-02-04T12:04Z [----] followers, 18.4K engagements

"Ive been getting DMs for past 9ms from basin guys highlighting $EOGs Del issues When the King of Lea falls its going to be felt"
X Link 2026-02-04T12:39Z [----] followers, [---] engagements

"@Rockies_RE I dont see them doing a large deal not in their DNA but plausible they could buy Ascent Res + $XOM and/or $CVX Bakken assets"
X Link 2026-02-04T16:05Z [----] followers, [--] engagements

"$BTC [--] more time for the simps trend line up from [----] is @ $60k well get there shortly I strongly doubt it holds"
X Link 2026-02-04T17:57Z [----] followers, [---] engagements

"Imagine Bitcoin falls by 50% Saylor is a zero $MSTR AND BITCOIN SELL OFF SHARPLY Strategy fell 8.6% to $121.80 while Bitcoin dropped 4.2% to about $72500. $MSTR AND BITCOIN SELL OFF SHARPLY Strategy fell 8.6% to $121.80 while Bitcoin dropped 4.2% to about $72500"
X Link 2026-02-04T18:03Z [----] followers, [----] engagements

"Hope to see this FiD H2 [----] ✉ INBOX: Cheniere Energy has filed its formal FERC application for its proposed 24-mtpa Corpus Christi LNG Stage IV expansion project More details at https://t.co/KpLD5GyPBX #LNG #ONGT #NatGas #Shale #OOTT #Houston #CCTX https://t.co/WBLgogFWNw ✉ INBOX: Cheniere Energy has filed its formal FERC application for its proposed 24-mtpa Corpus Christi LNG Stage IV expansion project More details at https://t.co/KpLD5GyPBX #LNG #ONGT #NatGas #Shale #OOTT #Houston #CCTX https://t.co/WBLgogFWNw"
X Link 2026-02-04T19:11Z [----] followers, [---] engagements

"@Ipswich_Town @Rytetz29 @Agent_StevieP Strippers gotta eat"
X Link 2026-02-04T20:16Z [----] followers, [---] engagements

"So Bessent blames J-POW for the inflation ripper and not Trump who panicked in [----] shut down the economy bc of the flu spent like a drunken monkey"
X Link 2026-02-04T20:30Z [----] followers, [---] engagements

"1 of the most brilliant minds of the past 50yrs in tech Larry Ellison decides to switch $ORCL focus from a high margin software co to a low margin data center box. Unprecedented move ask yourself why"
X Link 2026-02-04T22:17Z [----] followers, [----] engagements

"@parisbiker Totally I went thru a version of this back in [----] when $GLD finally listed. Crazy stupid hype calls for hold to hit $5000 quick BS hypos from spreadsheet warriors. Helped blow a bigger bubble peaked [----] spent [--] yrs in the wilderness"
X Link 2026-02-04T22:21Z [----] followers, [--] engagements

"@CouldBeMistaken How this creepy ass Bond villain mofo was able to rope in $50B of investment is mind boggling"
X Link 2026-02-05T02:27Z [----] followers, [--] engagements

"@VolteFaceInvest This lunatic raised $50B yet the tweeter gurus keep saying they dont see an equity bubble. Just amazing whistling past the graveyard I guess"
X Link 2026-02-05T03:17Z [----] followers, [--] engagements

"@VolteFaceInvest US equity futures flip negative after opening strong. Google aint saving the tech bros doubt Amazon much help tom either"
X Link 2026-02-05T03:19Z [----] followers, [--] engagements

"@parisbiker @Rytetz29 Crypto implosion is step [--] step [--] will be when Trump loses control of oil prices into midterms. Lame duck for 2yrs"
X Link 2026-02-05T13:20Z [----] followers, [--] engagements

"We need a Q4 $AMZN . Bomb mass capex overspend will do the trick"
X Link 2026-02-05T15:07Z [----] followers, [----] engagements

"Bitchcoin cracks $67k"
X Link 2026-02-05T15:24Z [----] followers, [---] engagements

"Ethereum under $2k $DOGE @ .095 Still $16b mc Long way to go in the crypto implosion"
X Link 2026-02-05T15:25Z [----] followers, [---] engagements

"Source: CoinMarketCap https://share.google/i0daeLTfHYWGzHarF https://share.google/i0daeLTfHYWGzHarF"
X Link 2026-02-05T17:22Z [----] followers, [---] engagements

"So says the Thanksgiving Day Turkey on his way to theater for a word w/the boss"
X Link 2026-02-05T20:32Z [----] followers, [---] engagements

"$BTC What happens if no size bidders show up @ $55k - $65k Stable coins break the buck"
X Link 2026-02-05T20:43Z [----] followers, [---] engagements

"What if Jane -Citadel just bum rush this motherfucker right to $40k"
X Link 2026-02-05T20:45Z [----] followers, [---] engagements

"Bitcoin cracks $62k No chance I sleep tonight BITCOIN REVERSES EARLIER GAIN DOWN 1.9%; ETHER FALLS 2.4% BITCOIN REVERSES EARLIER GAIN DOWN 1.9%; ETHER FALLS 2.4%"
X Link 2026-02-06T00:07Z [----] followers, [----] engagements

"$DOGE Doggie coin @ .084 does this mean it wont be the currency on Mars No building data centers on Uranus"
X Link 2026-02-06T00:20Z [----] followers, [---] engagements

"Peeps equity mkts never bottom on a Thursday $BTC bounce off $60k-with no grind is too Hollywood to be real. Woman jumps off a [---] story building going to hit satellite dishes awnings balconys on the way down fade.fadefade"
X Link 2026-02-06T12:36Z [----] followers, [---] engagements

"Zippy already calling a bottom in equities + crypto this morning. My fave tech bra contra-indie still flashing both go lower"
X Link 2026-02-06T12:40Z [----] followers, [---] engagements

"Still too many BTFD mentality"
X Link 2026-02-06T14:06Z [----] followers, [---] engagements

"A Thanksgiving Turkey whos never survived investing thru a true recession what exactly do they know about bottoming"
X Link 2026-02-06T14:08Z [----] followers, [---] engagements

"$TCW Short Report A/O 1/31 +25k to 3.15m Arrogant cock suckers did not cover add small to their short position. Time to learn deez fools https://m.canadianinsider.com/node/7menu_tickersearch=TCW https://m.canadianinsider.com/node/7menu_tickersearch=TCW"
X Link 2026-02-06T15:53Z [----] followers, [---] engagements

"@Booger42069 Def no thats not allowed this is some HF deuchebags who refuse to acknowledge theyve been wrong since IH deal last July. Theyll be covering in the 8s if theyre lucky"
X Link 2026-02-06T16:05Z [----] followers, [--] engagements

"@Booger42069 LOL i mean. go short tech crypto garbage thats where the froth exists. As energy super cycle gets chugging. OFS avg names back to 8-10 EV/EBitda basin kings like Trican + Precision more like 11-15 saw this last cycle"
X Link 2026-02-06T16:14Z [----] followers, [--] engagements

"1 more time Rs are finished come midterms. https://share.google/pklBsjaBmrATCLAcg https://share.google/pklBsjaBmrATCLAcg"
X Link 2026-02-06T17:11Z [----] followers, [---] engagements

"If I can exit Profrac flat it will be the 2nd documented miracle of Trican-Jesus"
X Link 2026-02-06T19:12Z [----] followers, [---] engagements

"@Ipswich_Town Oil + gas stay constructive can easily rip to 7-7.50 before their Q4 print hope to be gone soon wish them well but Trican a far superior upside sleep easier"
X Link 2026-02-06T21:13Z [----] followers, [---] engagements

"@Ipswich_Town Low vol float swing traders wet dream energy guys not driving the action"
X Link 2026-02-06T21:14Z [----] followers, [--] engagements

"U.S. Frac Spread Count Data made available by Primary Vision [---] to [---] w/w [---] y/y Another week lower 30d lag before #s show recovery https://www.aogr.com/web-exclusives/us-frac-spread-count/2026 https://www.aogr.com/web-exclusives/us-frac-spread-count/2026"
X Link 2026-02-06T21:23Z [----] followers, [----] engagements

"@Ipswich_Town Its my only other long besides $TCW slipped to less than 1% of my portfolio this week. Got to replenish my stripper + booze fund before the FL weather heats up"
X Link 2026-02-06T22:17Z [----] followers, [---] engagements

"$ HIMS Just another rip off bullshit retail junk pile FAFO award goes to $HIMS https://t.co/2HeAbCwjPJ FAFO award goes to $HIMS https://t.co/2HeAbCwjPJ"
X Link 2026-02-06T22:28Z [----] followers, [----] engagements

"@Ipswich_Town My avg is $6.30 I suck"
X Link 2026-02-07T00:55Z [----] followers, [--] engagements

"@Ipswich_Town 👍"
X Link 2026-02-07T01:36Z [----] followers, [--] engagements

"Im a firm believer in Bitcoin-crypto endgame is close to zero. However. [--] huge hole in your thesis is the yen-carry funder concept. Agree yen funding has increased due to BOJ rate hikes but if yen was a funder over past month the carry-cover should have seen 300-400 pip rips to 150-below in $/yen. Also if action out of HK was a large driver Asian hrs would have seen mega Bitcoin drops most action last weekend US hrs and sane during the week. Everyone thinks the crypto selloff is crypto-native. The real story is a TradFi entity running a multi-leg carry trade that unwound. Follow the funding"
X Link 2026-02-07T14:02Z [----] followers, [----] engagements

"$/yen was on the move [--] weeks prior as world convinced BOJ-DED would launch coordinated FX intervention to strengthen the Yen. When Bessent deniedpair ripped off [---] level. From my old trade desk days Ive lived through several yen-carry unwinds during US hrs I can assure everyone didnt occur the last several weeks https://twitter.com/i/web/status/2020136990767751466 https://twitter.com/i/web/status/2020136990767751466"
X Link 2026-02-07T14:06Z [----] followers, [---] engagements

"@cliftonk @Citrini7 Open AI will be forced to scale back plans if $ORCL doesnt pivot soon they could be one this bubbles Nortel"
X Link 2026-02-07T20:41Z [----] followers, [---] engagements

"Trump coin still collapsing. https://share.google/PQdkOTXN554ABoLtg https://share.google/PQdkOTXN554ABoLtg"
X Link 2026-02-08T17:48Z [----] followers, [---] engagements

"Sleep on the wisdom of Ray Dalio at your peril. Hes a former exchange floor monkey who built out a hedge fund empire from nothing no mommy+daddy $. One of the few HF guys I put in the investing God category. Ray has been adamant for years only solve for US gvt is to massively devalue $DXY QE returns to chip away at debt. 10yr minimum weak dollar cycle = Commodity Super Cycle. Its already well underway. https://twitter.com/i/web/status/2020915825566232725 https://twitter.com/i/web/status/2020915825566232725"
X Link 2026-02-09T17:40Z [----] followers, [----] engagements

"@Rytetz29 He is Brother Ray nobody breaks down the coming malaise better than him. Writes books not for $ hes worth close to $25B legitimately trying to help people"
X Link 2026-02-09T17:52Z [----] followers, [---] engagements

"@RockBtmEntries Always remember when it comes to dollar-pairs 90% of the move revolves around the USD side. Cad is Ultimate commodity currency Ottawa balance sheet is 1000x better than US debt nightmare"
X Link 2026-02-09T18:12Z [----] followers, [---] engagements

"$DXY-weekly Last week. kissed prior bottom rung of the up channel. Failed. If jobs data is shitty this week + benign CP print on Fri headed much lower"
X Link 2026-02-09T18:40Z [----] followers, [---] engagements

"@ICBarrett lol Kuppy is the ult energy tourist I had the flu cpl years back stuck in bed caught him on a podcast talking his book puddle deep comprehension of energy"
X Link 2026-02-10T14:00Z [----] followers, [--] engagements

"@ICBarrett His 1st HF out of college closed in [----] and he didnt get back in the game for over a decade never shows those yearly returns pretty obvi it blew up"
X Link 2026-02-10T14:45Z [----] followers, [--] engagements

"Consumer confidence in the shitter for a reason"
X Link 2026-02-10T17:14Z [----] followers, [---] engagements

"Josh Brown Retail traders are hip to the game Regarding software pullback Bells dont often ring at the top"
X Link 2026-02-10T17:21Z [----] followers, [---] engagements

"@mark_ledain @DeItaone Largest beneficiaries will be commodity related equities especially energy. Mega tech will help on the margin but they will be re-rated lower as the baton gets passed to the commodity boys. Tech had A 12yr bull run show is over"
X Link 2026-02-11T01:24Z [----] followers, [--] engagements

"@Agent_StevieP I agree vs the performance in Trican since I 1st bought in April [----] Buying/building $ACDC stake was a poor choice still think I make a nominal amount on the way out. Will roll into more $TCW"
X Link 2026-01-02T20:12Z [----] followers, [---] engagements

"All time low $HPK-out of Tier for past 18-24m oil production down 40% from peak. $REPX $MTDR $SM $CIVI $APA going to all put up some pretty shitty Q4 Permian numbers as well"
X Link 2026-01-07T15:54Z [----] followers, [----] engagements

"@cleanmoney86 @variantview_X @Rytetz29 @UnintendedCons5 @K33pFracing I dont panic thanks to the GFC I was able to buy 5- OFS COs trading at a fraction of BV loaded the boat on $TCW spring [----]. Id have no problem leveraging up and doubling $ACDC @ $2"
X Link 2026-01-07T19:51Z [----] followers, [---] engagements

"@Jack_McClendon $MTDR likely target Or small ball $REPX"
X Link 2026-01-16T21:34Z [----] followers, [---] engagements

"@chigrl I see zero scenario where $MTDR stats indie just a mater of who"
X Link 2026-01-18T13:27Z [----] followers, [---] engagements

"@variantview_X Im long $ACDC @ $6.30 likely out scaled above. $PUMP solid go but Im not into cos with identity issues. Will roll Profrac $ into more $TCW by far the best frac opportunity by a mile"
X Link 2026-01-28T23:12Z [----] followers, [---] engagements

"$DVN-$CTRA Dev-Terra https://share.google/mydZg6RnsBEDpKtZm https://share.google/mydZg6RnsBEDpKtZm"
X Link 2026-02-02T12:01Z [----] followers, [----] engagements

"$RES had a shit Q4 30% revs from Frac to sell $ACDC bc is not smart"
X Link 2026-02-03T21:16Z [----] followers, [----] engagements

"@Rytetz29 @Agent_StevieP Hoping for a further rip in $ACDC so I can exit stage left restock my booze+stripper fund buy more $TCW"
X Link 2026-02-04T20:03Z [----] followers, [---] engagements

"Fund still positioned for the Covid mass human extinction Praetorian's Q4 [----] Investor Letter is here: https://t.co/Jdkm9uWkOG Follow us @praetoriancap for more updates. https://t.co/fcWwAIpTxi Praetorian's Q4 [----] Investor Letter is here: https://t.co/Jdkm9uWkOG Follow us @praetoriancap for more updates. https://t.co/fcWwAIpTxi"
X Link 2026-02-05T00:38Z [----] followers, [---] engagements

"$ACDC. Long @ $6.30 Ideally I can exit before $TCW 2/18 ER love to add more shares before print a stack in case of any problems"
X Link 2026-02-06T17:25Z [----] followers, [----] engagements

"Bryn Too Much Talkington on CNbc touting Blue Owl Fundspristine loans. Last week she made comments to confirm she doesnt know what Free-cash-flow actually means. Her and Farmer Jim are painfully dumb"
X Link 2026-02-09T17:24Z [----] followers, [---] engagements

"@bunney_jack @RockBtmEntries [----] traded to around .91 not saying tom or even next year.This commodity super cycle has 10-12 yrs ahead thru par is coming $DXY is a basket case"
X Link 2026-02-09T20:43Z [----] followers, [--] engagements

"@ICBarrett His late [----] call for a potential mass human extinction due to Covid fine make dumb comments but part that really annoyed me was he claimed his fund was positioned for such an event where 1-2B people died. Utter rubbish"
X Link 2026-02-10T14:47Z [----] followers, [--] engagements

"@cnbc Wake the fuck up US CONSUMER DELINQUENCIES HIT NEAR-DECADE HIGH U.S. loan delinquencies rose to 4.8% of household debt in Q4 the highest since [----] driven by low-income and young borrowers. Mortgage defaults surged in lower-income areas while student-loan delinquencies hit 16.3% a record. https://t.co/yfwoNvFvWs US CONSUMER DELINQUENCIES HIT NEAR-DECADE HIGH U.S. loan delinquencies rose to 4.8% of household debt in Q4 the highest since [----] driven by low-income and young borrowers. Mortgage defaults surged in lower-income areas while student-loan delinquencies hit 16.3% a record."
X Link 2026-02-10T17:12Z [----] followers, [---] engagements

"$HOOD Trades for over 9X book value when broker/dealers peak cycle MAX 3X. Buyer beware ☠"
X Link 2026-02-10T17:20Z [----] followers, [---] engagements

"@WAR527 @GringoInvesting @EnergyPeddler Hearing he was fired on Friday will know more soon"
X Link 2026-02-11T01:11Z [----] followers, [---] engagements

"Cant wait for all the crack-shills to tell me I just dont get it😁"
X Link 2026-02-11T21:33Z [----] followers, [---] engagements

"6 Rs were able to locate their balls. The worm is starting to turn on el Donaldo. MAJORITY OF U.S. HOUSE BACKS RESOLUTION THAT WOULD END TRUMP'S CANADA TARIFFS VOTING CONTINUES MAJORITY OF U.S. HOUSE BACKS RESOLUTION THAT WOULD END TRUMP'S CANADA TARIFFS VOTING CONTINUES"
X Link 2026-02-11T23:27Z [----] followers, [---] engagements

"@Rytetz29 They need to embrace the $CNX methodology take the FCF and buyback stock-reduce debt. No debt min maintenance capex only"
X Link 2026-01-07T16:25Z [----] followers, [---] engagements

"$MTDR $FANG $OXY Dont see how above [--] dont get gobbled up. @TeddyGambino https://t.co/rN4D6T64ET @TeddyGambino https://t.co/rN4D6T64ET"
X Link 2026-02-02T12:48Z [----] followers, [----] engagements

"@Reignots My $ on $CVX but $COP could hop them"
X Link 2026-02-02T19:03Z [----] followers, [---] engagements

"Avg Trican short is down about 40-45% didnt cover much post IH announces Invest accordingly doesnt include divs + borrow costs"
X Link 2026-02-06T17:40Z [----] followers, [---] engagements

"Dollar crush against the backdrop of Permian growth down to Eddy County prelim indications Mewbourne has blown its Tier [--] load its all on Exxons shoulders. Dont forget the LNG buildout wave thru [----]. This is the most insane LT energy bull setup Ive ever seen. Forget the barrel counting guys got to focus on FX + shale exhaustion. https://twitter.com/i/web/status/2021226766342218124 https://twitter.com/i/web/status/2021226766342218124"
X Link 2026-02-10T14:16Z [----] followers, [---] engagements

"@GringoInvesting @EnergyPeddler @WAR527 One of the megas is going to figure out the natty-LNG oppy for the next decade beyond. $EXE is a crown jewel"
X Link 2026-02-10T19:30Z [----] followers, [---] engagements

"@riceforthought He used to be a hard money guy despised deficits/debt QE. Now hes Trumps bitch"
X Link 2026-02-11T14:11Z [----] followers, [--] engagements

"$TCW Stiffie back on the offer more for sale.looking for a cleanup print"
X Link 2026-02-12T14:31Z [----] followers, [---] engagements

"$ACDC Please release me let me go .60 cent away keep hope alive https://share.google/gUL5GsnvJ9K2voJjW https://share.google/gUL5GsnvJ9K2voJjW"
X Link 2026-02-11T14:32Z [----] followers, [---] engagements

"@Booger42069 TSY has zero legal authority to buy Bitcoin. Bessent testified before Congress last month and affirmed the obvi. No rescue coming for the crypto bros"
X Link 2026-02-11T15:34Z [----] followers, [--] engagements

"@Booger42069 Weekly Bitcoin chart looks like death warmed over. Absolute panic sets in as $55-$60k fails to hold"
X Link 2026-02-11T15:36Z [----] followers, [--] engagements

"Just amazing $PLTR a complete house of cards not ai destined to be a $5 stock. 10000+ words enjoy $PLTR Taken together in the decade before it went public (in late 2020) Palantir rightfully or wrongfully and almost entirely not of its own doing was becoming a household name as an influential secretive company that worked with powerful partners. Few https://t.co/PZ0S1FNroB 10000+ words enjoy $PLTR Taken together in the decade before it went public (in late 2020) Palantir rightfully or wrongfully and almost entirely not of its own doing was becoming a household name as an influential secretive"
X Link 2026-02-12T14:08Z [----] followers, [---] engagements

"@John_S_Pierce SP down .03 yest was quite orderly buyers showed up. Traded 2.5M This is how the game is played some more interested in ST protect profits vs buying in to LT cycles"
X Link 2026-02-12T14:51Z [----] followers, [--] engagements

"Bitcoin cracks $66k Cramer says US gvt is a buyer @ $60k Lets make this muppet cry"
X Link 2026-02-11T15:09Z [----] followers, [---] engagements

"Let the $DXY be your guide inflation is falling hard Fed will start cutting after J-POW gone. But Donnie is going to squirm like a stuck pig over much higher oil prices Oil markets are going to fuck Trump Im not talking honeymoon eve lovemaking Im talking maximum security prison shower ass pounding. You have been warned. Oil markets are going to fuck Trump Im not talking honeymoon eve lovemaking Im talking maximum security prison shower ass pounding. You have been warned"
X Link 2026-02-11T23:47Z [----] followers, [----] engagements

"RT @FordWealth: 👇 "Watching @saylor Blow up would be epic maybe a little systemic. But there is a history of arrogance that gets destroy"
X Link 2026-02-12T00:59Z [----] followers, [--] engagements

"RT @FordWealth: $MSTR @BTC Phase [--] @PauloMacro"
X Link 2026-02-12T00:59Z [----] followers, [--] engagements

"RT @uselinkinv: $XLK / $XLE 1W; After [--] decades with out outperformance the #tech sector is now looking at the (potential) biggest breakd"
X Link 2026-02-12T01:29Z [----] followers, [--] engagements

"Jan [----] Challenger Gray Report https://share.google/GpcYWwcSlp7yIQiHf https://share.google/GpcYWwcSlp7yIQiHf"
X Link 2026-02-12T02:48Z [----] followers, [---] engagements

"RT @tsxman: $PD.TO says Canadian drilling season to be busier then last year. Says they're seeing very strong customer demand in the US for"
X Link 2026-02-12T12:48Z [----] followers, [--] engagements

"RT @gnoble79: I've been saying it for months: The AI hype will die. And I'm watching it happen in real time. Let me tell you something ab"
X Link 2026-02-12T12:51Z [----] followers, [--] engagements

"RT @lowstrife: "that's the engineering - I give you the upside you have no downside and I pay you a dividend while you wait to get rich""
X Link 2026-02-12T14:27Z [----] followers, [--] engagements

"RT @mark_dow: "I give you the upside you have no downside and I pay you a dividend while you wait to get rich" -- also Bernie Madoff If"
X Link 2026-02-12T14:27Z [----] followers, [--] engagements

"RT @yieldsearcher: The initial Jan [----] NFP was +143K; now -48K. Not sure why folks take offense at others thinking the NFP is garbage. Th"
X Link 2026-02-12T14:27Z [----] followers, [--] engagements

"Anybody looking for a block 1-800-Stiffie Sold 7-fig yestcame out firing early offer pegged Id imagine they have a like amount"
X Link 2026-02-12T14:38Z [----] followers, [---] engagements

"RT @EconguyRosie: The year-over-year trend in nonfarm payrolls even with the dubious headline yesterday is running at a grand total of +0"
X Link 2026-02-12T15:00Z [----] followers, [--] engagements

"RT @WSJ: Heard on the Street: A major concern for investors during the AI boom is that they cant find depreciation expenses listed on the"
X Link 2026-02-12T15:10Z [----] followers, [--] engagements

"RT @RealJimChanos: Wait till they discover the wonders of Construction in Process deferral accounting @JonathanWeil"
X Link 2026-02-12T15:10Z [----] followers, [--] engagements

"Retail long this hunk of shit deserve to lose it all"
X Link 2026-02-12T15:16Z [----] followers, [---] engagements

"RT @MacroEdgeRes: Salesforce lays off nearly [----] employees in early [----] ahead of Q4 earnings report #MacroEdge"
X Link 2026-02-12T15:17Z [----] followers, [--] engagements

"$BP still a basket case Shell is dying for reserves still think a deal eventually happens. BP shares down -4.7% as of 10:56am local time. Board suspend the share buyback and will fully allocate excess cash to accelerate strengthening of the balance sheet. And guidance for shareholder distributions to be in the range of 30-40% of operating cash flow is "now retired'. https://t.co/vPqeCaXOIk BP shares down -4.7% as of 10:56am local time. Board suspend the share buyback and will fully allocate excess cash to accelerate strengthening of the balance sheet. And guidance for shareholder"
X Link 2026-02-10T12:55Z [----] followers, [----] engagements

"$DXY-Yearly back to [----] Look at the prior [--] dollar breaks85 pts peak-trough in 80s 50pts drop in 2000s. Commodity super cycles lined up perfectly with prior [--] breaks. This chart excites yet terrified me to whats ahead. Get long AF energy"
X Link 2026-02-10T14:04Z [----] followers, [----] engagements

"Smaller scale 2005-2011 I had to field waves of Iraqi dinar calls. Pumpers convinced retail to buy the FX huge mark up BTW to buy physical dinars bc gvt was going to massively change the dinar to $ rate. Was all based on a misinterpreted press conference fucked up the word remuneration vs revaluation. Retail got smoked some still holding. https://twitter.com/i/web/status/2021611409172275274 https://twitter.com/i/web/status/2021611409172275274"
X Link 2026-02-11T15:44Z [----] followers, [---] engagements

"@parrafincontrol 2.9% weighting in S+P 500.12-14% in 2013/14 32% in early 1980s. They are despised. Show me Trican trading [--] EV/EBITDA Thats a tad elevated nowhere close"
X Link 2026-02-11T22:14Z [----] followers, [----] engagements

"$CRK Yo Jonesy I got [----] on the phone they want your asset sales to find capex strategy back. I hope SP gets its teeth kicked in tomorrow Theyre planning another year of bloated capex how exactly will this be funded Jerry Jones has a better chance winning Super Bowl next year than generating FCF in [----]. https://twitter.com/i/web/status/2021714218349736317 https://twitter.com/i/web/status/2021714218349736317"
X Link 2026-02-11T22:33Z [----] followers, [----] engagements

"Dam breaking on the Reddit-RERE bullshit stocks. $PLTR $ASTS $OPEN $CVNA $OKLO"
X Link 2026-02-12T16:05Z [----] followers, [---] engagements

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@TeddyGambino
/creator/twitter::TeddyGambino